Strategies to Help Your Business Grow & Thrive

We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

  • Financial statement analysis
  • Business performance and benchmarking
  • Tax planning and optimization
  • Strategic planning
  • New business consulting and type of entity selection
  • Accounting system setup
  • QuickBooks training and consultation
  • Collaboration with financial advisers and attorneys regarding various aspects of financial and estate planning

Client Center

(QuickBooks Online)

Phone: 502.822.2400 • Fax: 502.272.4490